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Equifax
EFX

Name Holding Trade Value Shares
Change 		Change in
Stake
PBK
701
Peoples Bank (Kansas)
Kansas
$122K – – –
AT
702
Arlington Trust
Alabama
$120K – – –
NL
703
NVWM LLC
Pennsylvania
$119K – – –
AA
704
Alta Advisers
United Kingdom
$118K – – –
HDIM
705
Hanson & Doremus Investment Management
Vermont
$117K – – –
CH
706
Cromwell Holdings
Wyoming
$109K +$12.4K +44 +13%
GM
707
GeoWealth Management
Illinois
$108K -$52.7K -187 -34%
BTI
708
Blue Trust Inc
Georgia
$105K +$78.7K +279 +179%
DIP
709
DT Investment Partners
Pennsylvania
$104K – – –
CFO
710
CVA Family Office
Colorado
$104K +$2.26K +8 +2%
PSB
711
Piscataqua Savings Bank
New Hampshire
$99K – – –
AIM
712
Anchor Investment Management
South Carolina
$94.6K +$90.8K +322 New
BWP
713
Baldwin Wealth Partners
Massachusetts
$88.2K +$84.6K +300 New
PFPT
714
Pinnacle Financial Partners (Tennessee)
Tennessee
$84.6K +$81.2K +288 New
VCM
715
Versant Capital Management
Arizona
$83.2K +$3.67K +13 +5%
NA
716
NewEdge Advisors
Louisiana
$75.7K -$4.79K -17 -6%
SFCL
717
Strengthening Families & Communities LLC
Massachusetts
$74.3K – – –
CSB
718
City State Bank
Iowa
$73.5K – – –
IIM
719
Intact Investment Management
Quebec, Canada
$73.5K +$70.5K +250 New
GWM
720
Geneos Wealth Management
Colorado
$69.9K +$12.4K +44 +23%
PFBT
721
Parkside Financial Bank & Trust
Missouri
$68.8K +$1.41K +5 +2%
KFI
722
Key Financial Inc
Pennsylvania
$66.7K – – –
UB
723
UMB Bank
Missouri
$63.5K +$5.92K +21 +11%
CIA
724
Cape Investment Advisory
Georgia
$62.9K +$3.95K +14 +7%
OCM
725
Osterweis Capital Management
California
$61.7K – – –
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